LWANC
RDS.A
Laurel Wealth Advisors (North Carolina)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-942
| Closed | -$41K | – | 716 |
|
|
2021
Q4 | $41K | Hold |
942
| – | – | 0.01% | 280 |
|
|
2021
Q3 | $42K | Sell |
942
-400
| -30% | -$17.8K | 0.01% | 280 |
|
|
2021
Q2 | $54K | Hold |
1,342
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $53K | Hold |
1,342
| – | – | 0.01% | 263 |
|
|
2020
Q4 | $47K | Hold |
1,342
| – | – | 0.01% | 265 |
|
|
2020
Q3 | $34K | Sell |
1,342
-400
| -23% | -$10.1K | 0.01% | 275 |
|
|
2020
Q2 | $57K | Sell |
1,742
-673
| -28% | -$22K | 0.02% | 226 |
|
|
2020
Q1 | $84K | Buy |
2,415
+642
| +36% | +$22.3K | 0.03% | 178 |
|
|
2019
Q4 | $105K | Hold |
1,773
| – | – | 0.03% | 180 |
|
|
2019
Q3 | $104K | Sell |
1,773
-188
| -10% | -$11K | 0.04% | 180 |
|
|
2019
Q2 | $128K | Sell |
1,961
-240
| -11% | -$15.7K | 0.05% | 162 |
|
|
2019
Q1 | $138K | Buy |
2,201
+828
| +60% | +$51.9K | 0.05% | 154 |
|
|
2018
Q4 | $80K | Buy |
+1,373
| New | +$80K | 0.03% | 182 |
|